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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $494,965 | $115,225+329.6% | $100,712+391.5% | $138,895+256.4% |
| Participation rate | 37.5% | 74.3%-36.8pp | 69.3%-31.8pp | 79.9%-42.4pp |
| Annual return | 14.54% | 40.35%-25.8pp | 33.27%-18.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,030 | $2,771-62.8% | $2,313-55.5% | $4,194-75.4% |
| Participant deferral / active EE | $3,413 | $4,699-27.4% | $4,085-16.5% | $6,396-46.6% |
| Admin fee / account holder | $2,892 | $10,844-73.3% | $9,256-68.8% | $12,562-77.0% |